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Investor Relations Senior Associate

2 months ago


Atlanta, United States The Ardent Companies Full time

Overview: Ardent – a real estate private equity firm – specializes in opportunistic debt and equity investment throughout the capital stack. Founded in 2012, the firm has invested over $5.5 billion and currently has nearly $3 billion in assets under management deployed across a variety of investment strategies. Ardent has expertise in numerous asset classes including mixed-use, office, multifamily, retail, industrial, self-storage, hotel, student housing, build-to-rent, and condominiums. The firm is headquartered in Atlanta and has additional offices in New York City, Charlotte, Miami, and London. 


Position: The Investor Relations Senior Associate will provide the Investor Relations team with client services, operations management, and administrative support. This role is highly client services focused, with the primary responsibility of working with high-net-worth individuals, Registered Investment Advisors, and internal stakeholders to ensure an exceptional investor experience. Timely, accurate and professional communications are critical to the success of this role. The ideal candidate has a genuine aptitude to assist and interest in building long-standing relationships.


Responsibilities:

Client Services & Investor Reporting

  • Respond to investor communications in a timely and professional manner
  • Maintain intimate familiarity of investor preferences, commitments, and relationships
  • Actively and proactively contribute to overall enhancement of investor experience
  • Manage investor statements and letter review
  • Lead raise schedule management
  • Investor onboarding and follow up
  • Assist in investor portfolio review
  • Manage state tax withholding for new investments
  • Liaise between accounting, internal stakeholders and external third parties


New Investments

  • Review operating and subscription agreements
  • Assist in the preparation and review of marketing decks
  • Assist in structuring new investments
  • Aid primary fundraisers in the follow up of investor prospecting


Investor Portal

  • Build and maintain accurate investment reporting and investor profiles
  • Run weekly distributions
  • Manage portal notifications


Internal Reporting

  • Update quarterly marketing book
  • Maintain and analyze internal data spreadsheets
  • Prepare and facilitate investment transfers
  • Assist with year-end tax preparation
  • Provide compliance reporting for SEC filings and lenders


Qualifications:

  • Bachelor’s Degree from a four-year college or university required, focus in real estate, business, finance or other relevant subject matter preferred
  • Minimum of three years’ experience in client services required
  • Critical thinking and ability to troubleshoot issues creatively
  • Familiarity with investor management portals, IMS experience preferred
  • Proficiency in Microsoft Office, advanced excel skills required
  • Excellent organizational, attention to detail and administrative skills 
  • Exceptional interpersonal skills including comfortability in speaking with HNW investors, written and verbal
  • Ability to be prompt and punctual in responses and all assigned tasks
  • Ability to adapt to a fast-paced environment and perform with professionalism, accuracy, and integrity
  • Willing to work in the office at least 4 days per week.


Compensation & Benefits:

  • Competitive base salary commensurate with experience
  • Performance-based annual bonus
  • Medical, vision, & dental insurance
  • 401(k) with company match
  • Paid holidays & vacation
  • Opportunities for professional development, career growth, and - with performance - participation in investments